MS
Martin Schoeffel Portfolio
Invests via LGT Fund Management Co. Ltd. | Managed by Martin Schoeffel
Invests via LGT Fund Management Co. Ltd.
Managed by Martin Schoeffel
Automatically Tracked
Martin Schoeffel Profile
With a robust background in technology and finance, Martin Schoeffel has established himself as a prominent figure in the investment community. His extensive experience encompasses executive roles within innovative companies, where he has driven growth strategies and operational excellence. Through his unique blend of entrepreneurial spirit and institutional expertise, he contributes valuable insights to emerging sectors that bridge technology and finance. Additionally, his active engagement with startups highlights his commitment to nurturing disruptive ideas while ensuring scalable business models. As a strategic leader dedicated to advancing market opportunities, Schoeffel plays a crucial role in shaping the future landscape of investment ventures.
With a robust background in technology and finance, Martin Schoeffel has established himself as a prominent figure in the investment community. His extensive experience encompasses executive roles within innovative companies, where he has driven growth strategies and operational excellence. Through his unique blend of entrepreneurial spirit and institutional expertise, he contributes valuable insights to emerging sectors that bridge technology and finance. Additionally, his active engagement with startups highlights his commitment to nurturing disruptive ideas while ensuring scalable business models. As a strategic leader dedicated to advancing market opportunities, Schoeffel plays a crucial role in shaping the future landscape of investment ventures.
Investment Philosophy & Strategy
The evolution of investment strategies thrives on innovative thinking, a realm where Martin Schoeffel excels. By focusing on transformative technologies and their intersection with finance, he seeks opportunities that can redefine industry standards. His approach emphasizes identifying early-stage ventures capable of significant impact, harnessing entrepreneurial insights to bolster growth trajectories. Moreover, the dedication to fostering scalability enables effective capital allocation across diverse sectors. This dynamic framework encourages engagement with groundbreaking concepts while maintaining an eye for sustainable operational practices.
The evolution of investment strategies thrives on innovative thinking, a realm where Martin Schoeffel excels. By focusing on transformative technologies and their intersection with finance, he seeks opportunities that can redefine industry standards. His approach emphasizes identifying early-stage ventures capable of significant impact, harnessing entrepreneurial insights to bolster growth trajectories. Moreover, the dedication to fostering scalability enables effective capital allocation across diverse sectors. This dynamic framework encourages engagement with groundbreaking concepts while maintaining an eye for sustainable operational practices.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.5%
Gain +0.02%
Monthly
0%
Yearly
-0.03%
Drawdown
25.69%
$2.62B
Equity
Holdings
$2.62B
Investment
$2.18B
$378.1M
Profit +$469,338.12
Realized
-$90.96M
Unrealized
$469.07M
Dividends
$35.75M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$469,338.12
Win %
65%
This Week
Compared To Last Week
Gain
0.02%
Profit
$469,338.12
Win %
65%
This Month
Compared to last month
Gain
-1.74%
Profit
-$46.3M
Win %
65%
This Year
Compared to last year
Gain
-1.88%
Profit
$161.33M
Win %
65%
INTC Intel Corporation
+6.51%
+$510,722.32 
WDC Western Digital Corporation
+6.36%
+$2.32M 
FIGS Figs Inc.
+6.03%
+$182,376 
USAS Americas Gold and Silver Corporation
+5.81%
+$50,750 
TER Teradyne, Inc.
+5.72%
+$14,824.01 
KLAC KLA Corporation
+5.55%
+$956,249.53 
ARIS Aris Water Solutions Inc.
+5.23%
+$31,600 
AMD Advanced Micro Devices, Inc.
+4.73%
+$1.04M 
ANET Arista Networks, Inc.
+4.37%
+$628,221.64 
SCI Service Corporation International
+4.34%
+$54,400 
IMMX Immix Biopharma Inc.
+4.32%
+$145,807.9 
QCOM QUALCOMM Incorporated
+4.32%
+$301,956.86 
P Everpure Inc.
+4.28%
+$249,961.14 
KSS Kohl's Corporation
+4.27%
+$175,021.6 
HSLV Highlander Silver Corp.
+4.21%
+$47,500 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$216,397.76 
LITE Lumentum Holdings Inc.
+3.59%
+$651,771.78 
VZLA Vizsla Silver Corp.
+3.46%
+$24,000 
SSRM Ssr Mining Inc.
+3.46%
+$139,230 
DB Deutsche Bank AG
+3.42%
+$226,760.6 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$58,000.32 
FCX Freeport-McMoRan Inc.
+3.12%
+$101,175.39 
AEM Agnico Eagle Mines Limited
+3.09%
+$68,564.14 
WPM Wheaton Precious Metals Corp.
+3.05%
+$71,920.04 
EQX Equinox Gold Corp.
+2.93%
+$37,500 
KGC Kinross Gold Corporation
+2.9%
+$79,200 
CEG Constellation Energy Corporation
+2.86%
+$299,130.65 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$28,723.25 
CME CME Group Inc.
+2.8%
+$71,868.4 
SCHW Charles Schwab Corporation
+2.71%
+$69,463.14 
NEM Newmont Corporation
+2.71%
+$130,658.88 
AMAT Applied Materials, Inc.
+2.64%
+$489,171.69 
GS The Goldman Sachs Group, Inc.
+2.62%
+$34,375.47 
EFX Equifax Inc.
+2.59%
+$24,367.06 
NDAQ Nasdaq, Inc.
+2.58%
+$112,819.84 
T AT&T Inc.
+2.52%
+$81,551.48 
VZ Verizon Communications Inc.
+2.49%
+$118,766.7 
MCHP Microchip Technology Incorporated
+2.48%
+$122,024.2 
CSTM Constellium SE
+2.45%
+$139,995 
YUMC Yum China Holdings Inc.
+2.41%
+$23,940 
JPM JPMorgan Chase & Co.
+2.31%
+$1.45M 
HCA HCA Healthcare Inc.
+2.29%
+$315,873.38 
IBKR Interactive Brokers Group Inc.
+2.23%
+$7,227 
AXP American Express Company
+2.18%
+$78,437.81 
SYK Stryker Corporation
+2.15%
+$171,458.72 
EC Ecopetrol S.A. Sponsored ADR
+1.97%
+$3,200 
PM Philip Morris International Inc.
+1.95%
+$155,549.45 
SPG Simon Property Group, Inc.
+1.95%
+$206,161.43 
EL The Estée Lauder Companies Inc. Class A
+1.89%
+$30,373.07 
D Dominion Energy, Inc.
+1.83%
+$165,230.7 
TSLA Tesla, Inc.
+1.82%
+$233,389.52 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$59,952.97 
TIGO Millicom International Cellular S.A.
+1.8%
+$52,553.94 
TMUS T-Mobile US, Inc.
+1.76%
+$76,112.4 
BBD Banco Bradesco S.A. ADR
+1.74%
+$62,100 
WELL Welltower Inc.
+1.69%
+$10,170.92 
VRT Vertiv Holdings Co
+1.68%
+$183,602.06 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$27,657.54 
ACN Accenture plc Class A
+1.65%
+$118,575.12 
UBS UBS Group AG
+1.62%
+$324,099.36 
WFC Wells Fargo & Company
+1.61%
+$168,899.36 
DVN Devon Energy Corporation
+1.57%
+$35,700 
BAC Bank of America Corporation
+1.56%
+$157,973.4 
DE Deere & Company
+1.55%
+$14,409.15 
AER AerCap Holdings N.V.
+1.52%
+$159,399.16 
BLK BlackRock, Inc.
+1.52%
+$290,990.44 
GLW Corning Incorporated
+1.5%
+$21,949.95 
AWK American Water Works Company, Inc.
+1.5%
+$28,614.24 
COF Capital One Financial Corporation
+1.48%
+$14,897.26 
CVS CVS Health Corporation
+1.47%
+$75,258 
WINA Winmark Corporation
+1.47%
+$53,707.91 
CAT Caterpillar Inc.
+1.44%
+$86,956.87 
OMC Omnicom Group Inc.
+1.44%
+$4,023.19 
MAR Marriott International Inc. - Class A
+1.42%
+$33,900 
COP ConocoPhillips
+1.4%
+$129,585.42 
TPR Tapestry Inc.
+1.4%
+$53,795 
ADI Analog Devices, Inc.
+1.37%
+$3,775.23 
MCO Moody's Corporation
+1.36%
+$13,356.45 
NEE NextEra Energy, Inc.
+1.35%
+$201,408.7 
TXN Texas Instruments Inc
+1.35%
+$93,215.53 
SPGI S&P Global Inc.
+1.35%
+$95,297.13 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$14,728.8 
ABBV AbbVie Inc.
+1.32%
+$143,059.76 
O Realty Income Corporation
+1.31%
+$112,647.51 
SNX TD Synnex Corporation
+1.28%
+$150,121.39 
C Citigroup Inc.
+1.27%
+$51,356.6 
MTZ MasTec, Inc. Common Stock
+1.25%
+$98,630.55 
CAH Cardinal Health Inc.
+1.22%
+$68,595.26 
EQIX Equinix, Inc.
+1.22%
+$171,753.57 
TRGP Targa Resources Corp.
+1.2%
+$7,177.08 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$27,157.73 
LRCX Lam Research Corporation
+1.18%
+$100,622.18 
MTH Meritage Homes Corporation
+1.16%
+$12,662.45 
AZO AutoZone Inc.
+1.12%
+$7,976.38 
AX Axos Financial Inc.
+1.12%
+$62,450 
VST Vistra Corp
+1.12%
+$16,928.12 
ICE Intercontinental Exchange, Inc.
+1.11%
+$113,377.85 
ABNB Airbnb, Inc.
+1.08%
+$52,308.18 
JNJ Johnson & Johnson
+1.07%
+$285,267.4 
MPC Marathon Petroleum Corporation
+1.06%
+$98,905.26 
PLD Prologis Inc.
+1.05%
+$32,402.96 
DELL Dell Technologies Inc.
+1.05%
+$114,272.32 
V Visa Inc. Class A
+1.05%
+$637,707.06 
ORLY O'Reilly Automotive Inc.
+1.02%
+$50,912.74 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.01%
+$13,393.36 
ARCC Ares Capital Corporation
+1%
+$78,371.39 
XYL Xylem Inc.
+0.94%
+$20,639.12 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$88,257 
RSG Republic Services, Inc.
+0.89%
+$6,299.81 
APH Amphenol Corporation
+0.88%
+$5,087.94 
MKL Markel Group Inc.
+0.87%
+$12,272 
MNST Monster Beverage Corporation
+0.87%
+$24,000.03 
CP Canadian Pacific Kansas City Limited
+0.86%
+$60,279.61 
PG Procter & Gamble Co
+0.86%
+$255,342.39 
FTNT Fortinet Inc.
+0.85%
+$111,375.74 
EIX Edison International
+0.84%
+$21,625.72 
LOGI Logitech International S.A.
+0.84%
+$7,499.84 
HUBS HubSpot, Inc.
+0.83%
+$8,526.61 
BKNG Booking Holdings Inc.
+0.82%
+$85,893.75 
CSL Carlisle Companies Inc.
+0.81%
+$2,502 
MSCI MSCI Inc.
+0.81%
+$4,713.8 
SO The Southern Company
+0.78%
+$3,706.94 
GE General Electric Company
+0.76%
+$67,172.31 
CVX Chevron Corporation
+0.75%
+$54,323.81 
MO Altria Group, Inc.
+0.74%
+$62,802.35 
UNH UnitedHealth Group Incorporated
+0.73%
+$51,957.18 
HD The Home Depot, Inc.
+0.73%
+$116,215.4 
MA Mastercard Incorporated
+0.71%
+$57,331.34 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$312,271.92 
EMR Emerson Electric Co.
+0.69%
+$22,818.58 
COST Costco Wholesale Corporation
+0.68%
+$39,946.56 
YUM Yum! Brands, Inc.
+0.68%
+$30,108 
ECL Ecolab Inc.
+0.68%
+$8,508.4 
MS Morgan Stanley
+0.65%
+$2,246.63 
DUK Duke Energy Corporation
+0.63%
+$27,904.5 
CNI Canadian National Railway Company
+0.6%
+$29,031.19 
MAIN Main Street Capital Corporation
+0.54%
+$7,770.56 
URI United Rentals, Inc.
+0.54%
+$6,842.5 
GOOGL Alphabet Inc
+0.53%
+$788,472.83 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$5,553.96 
ALC Alcon Inc.
+0.51%
+$18,309.34 
CHD Church & Dwight Co., Inc.
+0.49%
+$1,137.6 
LNG Cheniere Energy Inc.
+0.47%
+$1,881 
NET Cloudflare Inc.
+0.46%
+$40,863.68 
GOOG Alphabet Inc
+0.45%
+$171,200 
WMT Walmart Inc.
+0.45%
+$61,908.41 
ROST Ross Stores, Inc.
+0.43%
+$1,601.4 
PGR Progressive Corporation
+0.42%
+$27,990.83 
WCN Waste Connections Inc.
+0.41%
+$2,496 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,074.56 
AME Ametek Inc.
+0.4%
+$36,722.65 
DG Dollar General Corporation
+0.4%
+$19,140.6 
BN Brookfield Corporation
+0.4%
+$48,231.81 
FAST Fastenal Co.
+0.39%
+$36,927 
ROK Rockwell Automation, Inc.
+0.38%
+$17,010 
PCOR Procore Technologies Inc.
+0.38%
+$710.56 
PEP PepsiCo, Inc.
+0.38%
+$31,691.52 
QLYS Qualys, Inc.
+0.37%
+$9,630.9 
TTE TotalEnergies SE
+0.34%
+$34,875.25 
SLB Schlumberger Limited
+0.32%
+$936 
PDD PDD Holdings Inc. American Depositary Shares
+0.32%
+$1,668.42 
BAP Credicorp Ltd.
+0.32%
+$6,295.72 
CDNS Cadence Design Systems, Inc.
+0.32%
+$15,864.88 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,662.08 
WM Waste Management, Inc.
+0.3%
+$18,952.19 
ROL Rollins, Inc.
+0.3%
+$4,060.03 
XOM Exxon Mobil Corporation
+0.28%
+$58,177.21 
A Agilent Technologies Inc.
+0.22%
+$817.8 
NVDA NVIDIA Corporation
+0.16%
+$249,524.8 
PFE Pfizer Inc.
+0.15%
+$32,352.16 
ACI Albertsons Companies, Inc.
+0.13%
+$3,438 
SHW The Sherwin-Williams Company
+0.13%
+$9,165.92 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$439.27 
VRSN Verisign Inc.
+0.11%
+$6,710.4 
KO The Coca-Cola Company
+0.11%
+$60,486.75 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$207.25 
MSFT Microsoft Corp.
+0.1%
+$135,919 
ENB Enbridge Inc.
+0.07%
+$7,518.64 
CL Colgate-Palmolive Company
+0.07%
+$582 
CB Chubb Limited
+0.06%
+$9,617.03 
AON Aon plc
+0.04%
+$534.48 
TJX The TJX Companies, Inc.
+0.04%
+$280 
PANW Palo Alto Networks, Inc.
+0.03%
+$6,806.88 
OC Owens Corning
+0.03%
+$167.58 
ORCL Oracle Corporation
+0.02%
+$1,531.14 
MCD McDonald's Corporation
+0.01%
+$3,650.23 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
ADBE Adobe Inc.
-6.75%
-$199,529.95 
RACE Ferrari N.V.
-2.93%
-$22,673.07 
CVSA Adtalem Global Education Inc.
-2.65%
-$139,774.9 
CPNG Coupang Inc.
-2.49%
-$32,486.07 
ALHC Alignment Healthcare, Inc.
-2.42%
-$133,623 
LLY Eli Lilly and Company
-2.41%
-$1.91M 
CASY Casey's General Stores Inc.
-2.31%
-$54,964.05 
ZTS Zoetis Inc.
-2.25%
-$61,184.22 
HEI Heico Corporation
-2.24%
-$45,660.06 
NKE Nike, Inc. - Class B
-2.24%
-$18,258.81 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$175,137.17 
MEDP Medpace Holdings Inc.
-1.63%
-$27,055.02 
AAPL Apple Inc.
-1.52%
-$2.48M 
ULS Ul Solutions Inc.
-1.5%
-$89,244 
YOU Clear Secure Inc.
-1.47%
-$58,050 
MU Micron Technology, Inc.
-1.43%
-$1.15M 
MRK Merck & Co., Inc.
-1.42%
-$66,946.38 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$42,495.68 
DKS Dick's Sporting Goods, Inc.
-1.32%
-$33,693.57 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$262,477.38 
AMZN Amazon.com Inc
-1.23%
-$1.22M 
NFLX Netflix, Inc.
-1.14%
-$158,679.39 
AMT American Tower Corporation
-1.12%
-$138,420.83 
NYT New York Times Co.
-1.1%
-$57,779.66 
UBER Uber Technologies, Inc.
-1.01%
-$91,588 
IBM International Business Machines Corporation
-0.95%
-$64,571.89 
AVGO Broadcom Inc.
-0.91%
-$895,178.27 
NOW ServiceNow, Inc.
-0.9%
-$112,544.19 
BDX Becton, Dickinson and Company
-0.75%
-$7,556.88 
CSCO Cisco Systems, Inc.
-0.6%
-$119,385.26 
MDLZ Mondelez International, Inc.
-0.58%
-$12,274.38 
HTHT H World Group Limited American Depositary Receipt
-0.58%
-$3,276 
ETN Eaton Corporation plc
-0.57%
-$23,631.75 
LQDA Liquidia Corporation
-0.56%
-$44,100 
BSX Boston Scientific Corporation
-0.55%
-$24,948.3 
SOFI SoFi Technologies, Inc.
-0.54%
-$15,588 
SNPS Synopsys, Inc.
-0.53%
-$2,918.4 
ISRG Intuitive Surgical, Inc.
-0.45%
-$66,344.59 
TT Trane Technologies plc
-0.41%
-$2,007.19 
MCK McKesson Corporation
-0.4%
-$14,563.38 
DHR Danaher Corporation
-0.38%
-$10,661.57 
HESM Hess Midstream LP
-0.36%
-$7,890.12 
MRVL Marvell Technology, Inc.
-0.36%
-$45,250.13 
CRM Salesforce Inc
-0.34%
-$25,561.2 
DIS The Walt Disney Company
-0.3%
-$6,821.38 
META Meta Platforms Inc Class A
-0.26%
-$191,033.02 
GILD Gilead Sciences Inc.
-0.22%
-$928.48 
DHI D.R. Horton, Inc.
-0.22%
-$614.37 
MDT Medtronic plc
-0.16%
-$13,717.08 
LOW Lowe's Companies Inc.
-0.12%
-$275.67 
TDG TransDigm Group Inc.
-0.12%
-$1,854.06 
POST Post Holdings Inc.
-0.03%
-$1,854.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$557.03 Events
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Dividends
Dividend Analysis
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| Trades 2367 | Longs Won 1215/2367 51% | Profit Factor 2.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $566,881.73 | Best Trade (Jun 14) $43.11M | Sharpe Ratio -1.39 |
| Average Loss -$269,667.86 | Worst Trade (Sep 30) -$12.16M | Z-Score -0.66 (49.39%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $159,739.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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